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3PM Membership

Membership in 3PM is offered solely to sales and marketing organizations in good industry standing and registered with the appropriate regulatory authority.  Third Party Marketer Membership is $500 annually (per firm).

3PM Membership includes:

Discounted access to 3PM Events including:
• 3PM Webinars/Events
• Networking Events with marketers and/or managers
• 3PM’s Annual Conference
3PM’s expanded regulatory initiative including periodic updates/regulatory conference calls Coming Soon!
3PM website listing
Manager Referrals
Access to 3PM Members Only website including:
•Manager Exchange (manager profile and referral system) Coming Soon!
•Revised 3PM News Coming Soon!
• Career Center (post jobs/internships, review resumes) Coming Soon!
Vendor discounts

Requirements for membership:

• All sales professionals working for the firm must be appropriately registered to conduct their specific business and where applicable, must have passed the necessary examinations. 
• All firm owners and principals must have a minimum of 5 years of direct investment management and/or financial services related business experience. 
• At least two management team members/owners must attest that neither their firm, nor any of its employees or owners, have been the subject of any revocation, censure or litigation by the regulatory bodies that govern the financial services industry, including FINRA, the SEC, MSRB and the appropriate States, and if this has occurred, a detailed explanation must be attached for which 3PM will determine eligibility on a case by case basis.
• Firms will also be required to certify that they will follow 3PMs Principles and Best Practices. 
• Firms seeking membership must complete the application process and all required attachments in their entirety.

Please download and submit the Membership Application, as well as a Firm Profile. All members must sign 3PM's Principles and Best Practices. Click HERE for a copy.

Do you have questions about joining 3PM? Click HERE for a list of frequently asked questions (FAQs).

Associate Membership

Associate Memberships are available to Asset Managers, Broker-Dealers, Service Providers and Students.

Asset Managers

Asset Managers may join the association as Associate Members for $350 annually (per firm).
Asset Manager Membership includes:

bullet Discounted access to 3PM Events including:
• Manger Bootcamp Coming Soon!
• Networking Events with marketers
• 3PM’s Annual Conference
bullet Profile in Manager Exchange Coming Soon!
bullet 3PM website listing
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Asset Manager Application.

Broker- Dealers

Broker-Dealers who provide support service to Third Party Marketers (3PMs) may join the association as Associate Members. Broker-Dealer Membership is $1,000 annually (per firm).

Broker-Dealer Membership includes:

bullet Discounted access to 3PM Events
bullet Website listing with logo, company description and hyperlink to your website
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Broker-Dealer Application.

Silver Industry Associates

Providers of outsourced sales and marketing services (open to all professionals associated with the asset management industry, including administrators, custodians, auditors, prime brokers, lawyers, consultants and advisors). Silver Associate Membership is $500 annually (per firm).

Silver Membership includes:

bullet Discounted access to 3PM Events
bullet Website listing with logo and hyperlink to your website
bullet Networking opportunities with key decision makers/prospective clients
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Industry Associate Application.

Gold Industry Associates

Providers of outsourced sales and marketing services (open to all professionals associated with the asset management industry, including administrators, custodians, auditors, prime brokers, lawyers, consultants and advisors). Gold Associate Membership is $1,500 annually (per firm).

Gold Membership includes:

bullet 10% Discount on all 3PM Sponsorship opportunities
Discounted access to 3PM Events
bullet Website listing with logo and hyperlink to your website
bullet Networking opportunities with key decision makers/prospective clients
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Industry Associate Application.

Platinum Industry Associates (formally 3PP)

Providers of outsourced sales and marketing services (open to all professionals associated with the asset management industry, including administrators, custodians, auditors, prime brokers, lawyers, consultants and advisors). Platinum Associate Membership is $3,500 annually (per firm).

Platinum Membership includes:

bullet Right of first refusal and a 30% discount  on all 3PM Sponsorship opportunities
bullet Additional complimentary attendee with 3PM Conference Sponsorship
bullet Logo/hyperlink ad on 3PM website’s homepage
bullet Discounted access to 3PM Events
bullet Recommendation and e-blast introduction of the provider’s services  to 3PM membership
bullet Opportunity to be a Guest  Columnist in 3PM News on a pre-approved topic Coming Soon!
bullet Website listing with logo and hyperlink to your website
bullet Networking opportunities with key decision makers/prospective clients
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Industry Associate Application.

Students

The Associate Membership fees for college students currently enrolled in courses relevant to the asset management industry. Student Membership is $100 annually (per student).

Student Membership includes:

bullet Discounted access to 3PM Events
bullet Profile/resume posting and access to Career Center Coming Soon!
bulle Free access to 3PM Membership List Contact Information

Please download and submit a Student Application.

Member Director

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Choosing a Third Party Marketer

Regulatory compliance, business development, ongoing education. 3PM membership offers support with these key issues and more.

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